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Summit Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$4.25M Buy
20,197
+2,898
+17% +$578K 1.51% 17
2023
Q4 		$3.47M Buy
17,299
+5,172
+43% +$927K 1.33% 18
2023
Q3 		$2.14M Sell
12,127
-838
-6% -$157K 0.9% 29
2023
Q2 		$2.43M Sell
12,965
-590
-4% -$105K 0.94% 28
2023
Q1 		$2.42M Buy
13,555
+1,085
+9% +$200K 0.92% 32
2022
Q4 		$2.17M Buy
12,470
+100
+0.8% +$17.8K 0.86% 34
2022
Q3 		$2.04M Buy
12,370
+593
+5% +$108K 0.85% 34
2022
Q2 		$2M Sell
11,777
-1,984
-14% -$366K 0.77% 38
2022
Q1 		$2.83M Buy
13,761
+656
+5% +$134K 0.96% 31
2021
Q4 		$2.92M Buy
13,105
+1,195
+10% +$270K 0.95% 31
2021
Q3 		$2.6M Buy
11,910
+4,122
+53% +$914K 0.94% 31
2021
Q2 		$1.79M Buy
7,788
+523
+7% +$118K 0.67% 41
2021
Q1 		$1.6M Buy
7,265
+2,874
+65% +$627K 0.67% 44
2020
Q4 		$861K Buy
4,391
+250
+6% +$43.7K 0.38% 69
2020
Q3 		$620K Buy
4,141
+252
+6% +$37.9K 0.31% 80
2020
Q2 		$557K Buy
3,889
+221
+6% +$29K 0.29% 78
2020
Q1 		$420K Hold
3,668
– – 0.25% 89
2019
Q4 		$608K Hold
3,668
– – 0.29% 83
2019
Q3 		$555K Hold
3,668
– – 0.28% 87
2019
Q2 		$570K Buy
+3,668
New +$565K 0.26% 94

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Summit Financial Group's IWM Position: Q1 2024 in Review

Summit Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2024, buying an estimated $578K and bringing the position to 20,197 shares worth $4.25M. The position accounts for 1.51% of the portfolio, ranked #17.

Summit Financial Group first reported a position in IWM in Q2 2019 and has held it in 20 quarters since. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Summit Financial Group held 20,197 shares of iShares Russell 2000 ETF worth $4.25M as of Q1 2024.
  • Summit Financial Group bought 2,898 iShares Russell 2000 ETF shares in Q1 2024, an estimated $578K.
  • iShares Russell 2000 ETF made up 1.51% of Summit Financial Group's portfolio in Q1 2024, its #17 holding.
  • Summit Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 20 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.